Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Victory Sycamore Victory Sycamore Established Value Fund - in their Schedule of Assets, totaling $7.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CODILIS & ASSOCIATES, P.C. CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN | BURR RIDGE IL | 293 | $37.2M | $2.3M |
| 2 | TASK FORCE TIPS, LLC TASK FORCE TIPS, LLC 401(K) & PROFIT SHARING PLAN | VALPARAISO IN | 228 | $33.0M | $1.4M |
| 3 | TRAVERE THERAPEUTICS, INC. |
SAN DIEGO CA |
| 365 |
| $73.5M |
| $1.4M |
| 4 | AQUINAS COMPANIES, LLC AQUINAS COMPANIES 401K/PROFIT SHARING PLAN | HOUSTON TX | 265 | $73.4M | $1.1M |
| 5 | GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC. 401K PLAN | GREENSBORO NC | 236 | $9.0M | $593K |
| 6 | THE MID-AMERICA MANAGEMENT CORPORATION THE MID-AMERICA MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN | BEACHWOOD OH | 128 | $11.5M | $341K |
| 7 | ALLIANCE WATER RESOURCES, INC. ALLIANCE WATER RESOURCES, INC. PROFIT SHARING/401(K) PLAN | COLUMBIA MO | 320 | $20.9M | $272K |
| 8 | MCCORD'S VANCOUVER AUTO CENTER, INC. TOYOTA OF VANCOUVER 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 205 | $9.5M | $55K |
| 9 | HOWLEY BREAD GROUP, LTD. HOWLEY BREAD GROUP, LTD. 401(K) PROFIT SHARING PLAN & TRUST | WESTLAKE OH | 390 | $5.6M | $29K |
| 10 | AMERICAN COMMUNICATIONS SOLUTIONS, LLC AMERICAN COMMUNICATIONS SOLUTIONS, LLC 401(K) PLAN | FAIRFAX STATION VA | 227 | $7.3M | $16K |
